Complete a return

Sometimes a purchase just doesn't work out. And that's fine, but when it happens, we want it to be easy for you and the customer to return the product(s).

Return a product in a sales transaction


You an easily return an item right from the transaction screen during a normal sale. This can be useful if the customer plans to return one item and immediately purchase another one in its place.

1. Select the Return icon.



The Previous Sales Item window pops up.  



2. Scan the sales barcode on the customer's receipt.
3. The sales items will appear in the window. Check the items that are being returned.
4. Select Add.
5. A prompt to give a refund to the original customer appears. Select Yes. If you select No, you will need to attach a different customer to the transaction.
6. Once a customer is selected, the return is added to the transaction screen.

Create a Return transaction


1. Click the Return icon from the Ascend desktop.
2. Depending on your settings, you may be prompted to scan the receipt barcode from the original sale on the Previous Sales Items window.



3. If you have the receipt on hand, scan it. If you do not have the receipt, hit Escape on your keyboard, attach a customer to the transaction, and skip to step 7.
4. Once you scan the barcode, the sales items will appear in the window. Check the items that are being returned.



5. Select Add.
6. A prompt to give a refund to the original customer appears. Select Yes. If you select No, you will need to attach a different customer to the transaction.



7.Once a customer is selected, the transaction screen opens. 

If you used the Previous Sales Items window, the original price is automatically applied to the product, and the product has a negative quantity. 

If you did not scan the original receipt, you will need to add the product(s) being returned to the sale. Scan the product into the sale. Ascend automatically gives the item(s) a negative quantity. 

The price that appears, though, may not be totally accurate for your customer. Ascend fills in the lowest price - including On Sale  prices - the product was ever sold for, to avoid fraud. You can update the price if needed. 

8. Once product(s) are attached to the Return, you'll notice that the Balance shows up in parentheses, indicating a negative balance, such as (49.99). This means that money is 'leaving' your store and being given back to the customer.
9. Now select the payment method you'd like to use to return the total with (such as In-Store CreditCredit Card, etc) and close out the transaction.
Sherpa tip: Debit payments must be refunded (returned) as Credit. NFC payments may process as Debit and cannot be refunded.
Card issuers/banks may take up to 14 business days to process refunds (returns) to the customer's account.

The items that were returned have now been re-added to your inventory.

Find the original transaction barcode number


If you're following Ascend best practices, and attaching a customer record to every sale, you should be able to find the original transaction even if the customer does not have their original receipt!

1. Select the Customers icon or View > Customers from the Ascend desktop.
2. Find your customer in the search bar.
3. Highlight the customer's name in the results to see their account information.
4. Select the History tab.
5. Expand the Completed Transactions folder to find the original sale.
6. Double-click the original transaction to open it.
7. In the transaction screen, select Tools > Copy sales barcode number.



Now you can go back to the Ascend desktop, create a new return, and past the barcode into the Previous Sales Item window

Additional Resources


 

Trek University Video: How to handle returns

Sales

  1. Run a sales transaction
  2. Complete a return
  3. Create a layaway
  4. Create a quote
  5. Add a customer
  6. I messed up a sale/payment. How do I fix it?
  7. Change a Tax Rate during a sale
  8. Set up a category flat tax
  9. Create a sales promotion
  10. Add or edit products for an existing sales promotion
  11. Download coupons using the Coupon Wizard
  12. Discounting By Quantity Purchased (Kits)
  13. Record a payout
  14. Sell a Gift Card
  15. Sell a Gift Certificate
  16. Issue In-Store Credit
  17. See sales totals for my customers (like what they owe us, what we owe them, and what they've spent over time)
  18. Create, edit, and use coupons
  19. Use the Cash Drawer Counter
  20. Add a country in Ascend
  21. Add a Tax Exception Reason
  22. Create custom payment types
  23. Print a large receipt for a transaction
  24. Exchange a product for a customer
  25. Use rounded payments
  26. See who took a payment
  27. Change the customer in a transaction
  28. Charge a purchase to Purchase on Account (accounts receivable)
  29. Set up Purchase on Account for a customer (accounts receivable)
  30. Close Purchase on Account for a customer (accounts receivable)
  31. Post a payment to Purchase on Account (accounts receivable)
  32. Send invoices for Purchase on Account (accounts receivable)
  33. Handle Special Order items
  34. Process a cash payment
  35. Process a check payment
  36. Process a custom payment type
  37. Process an eCommerce payment
  38. Process a financing payment
  39. Process a gift card payment
  40. Process a gift certificate payment
  41. Process an in-store credit payment
  42. Manually process a credit card, Trek Card, or gift card payment
  43. Process credit or debit card payments using the (Ingenico) payment terminal
  44. Process a Trek Card payment
  45. Process a trade-in payment
  46. Manage Discount Reasons
  47. Discount items on a transaction
  48. Create and Use Customer Groups

Feedback and Knowledge Base